Stamos Capital Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
4,441
+2,940
| +196% | +$1.43M | 0.39% | 77 |
|
|
2025
Q1 | $799K | Sell |
1,501
-1,269
| -46% | -$676K | 0.21% | 115 |
|
|
2024
Q4 | $1.26M | Buy |
2,770
+550
| +25% | +$249K | 0.29% | 97 |
|
|
2024
Q3 | $1.02M | Sell |
2,220
-280
| -11% | -$129K | 0.24% | 94 |
|
|
2024
Q2 | $1.02M | Buy |
2,500
+1,290
| +107% | +$525K | 0.22% | 104 |
|
|
2024
Q1 | $509K | Sell |
1,210
-180
| -13% | -$75.7K | 0.12% | 103 |
|
|
2023
Q4 | $496K | Sell |
1,390
-1,430
| -51% | -$510K | 0.13% | 109 |
|
|
2023
Q3 | $988K | Buy |
+2,820
| New | +$988K | 0.22% | 95 |
|
|
2020
Q2 | – | Sell |
-8,259
| Closed | -$1.51M | – | 64 |
|
|
2020
Q1 | $1.51M | Buy |
8,259
+6,039
| +272% | +$1.1M | 0.8% | 42 |
|
|
2019
Q4 | $503K | Buy |
+2,220
| New | +$503K | 0.41% | 34 |
|
|
2019
Q2 | – | Sell |
-975
| Closed | -$198K | – | 60 |
|
|
2019
Q1 | $198K | Sell |
975
-5,825
| -86% | -$1.18M | 0.25% | 59 |
|
|
2018
Q4 | $1.39M | Buy |
+6,800
| New | +$1.39M | 1.05% | 33 |
|